Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HR
2076
Howe & Rusling
New York
$797M +$4.76M +0.6% 1,056
OIM
2077
Oracle Investment Management
Connecticut
$796M +$77.4M +11% 34
GC
2078
Greenvale Capital
United Kingdom
$795M -$111M -12% 14
AIA
2079
Ally Invest Advisors
North Carolina
$795M +$71.8M +10% 17
WM
2080
WS Management
Florida
$795M -$90.4M -10% 72
HHAM
2081
HITE Hedge Asset Management
Massachusetts
$794M +$83.2M +12% 179
CA
2082
Callahan Advisors
Texas
$794M +$5.75M +0.7% 150
OAM
2083
Optimal Asset Management
California
$793M -$51.6M -6% 356
JMFC
2084
J.M. Forbes & Co
Massachusetts
$792M -$503K -0.1% 121
GP
2085
Girard Partners
Pennsylvania
$792M +$13.9M +2% 266
CT
2086
Caldwell Trust
Florida
$791M +$27.1M +4% 758
CIAS
2087
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 824
II
2088
Inspire Investing
Idaho
$791M +$31.2M +4% 980
PFC
2089
Phocas Financial Corp
California
$791M -$3.15M -0.4% 225
NCM
2090
Narwhal Capital Management
Georgia
$791M +$375K +0% 175
BRF
2091
B. Riley Financial
California
$790M +$31.7M +4% 53
PIM
2092
Perpetual Investment Management
Australia
$789M +$84.4M +12% 231
MCM
2093
Maple Capital Management
Vermont
$788M -$40.5M -5% 109
MOS
2094
MGO One Seven
Ohio
$788M +$72.7M +10% 652
NAS
2095
Nicolet Advisory Services
Wisconsin
$788M +$21.5M +3% 203
MAP
2096
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 191
RWM
2097
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 132
CC
2098
Cypress Capital
Tennessee
$787M +$685M +669% 227
LRPA
2099
L. Roy Papp & Associates
Arizona
$787M -$5.11M -0.6% 175
PDN
2100
Pensionfund DSM Netherlands
Netherlands
$787M +$9.36M +1% 487